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www.invisibleCRM.com
InvisibleCRM’ product line for Salesforce.comReselling Partner Program
Joanne Hernon
Senior Enterprise Sales
www.invisibleCRM.com
www.invisibleCRM.com
Who is InvisibleCRM?
• 2005 Product launch
• HQ in San Francisco
• Development in Europe
• 50+ Employees
• Salesforce.com Partner since 2006
• One of the first AppExchange partner
“Our key design principle, don’t change the people…. change the software.” V. Voskresensky, CEO
www.invisibleCRM.com
Why InvisibleCRM
Analysts and Industry Expert’s Praise
InvisibleCRM named Cool vendor by Gartner. “…innovative, impactful and intriguing…”Gartner
InvisibleCRM offers unique ROI in 5 hoursNucleus Research
InvisibleCRM leverages the two most important factors driving forward today’s CRM market – Office Automation and OnDemand CRMIDC
Awards and Certificates
"With applications built on Microsoft Office like InvisibleCRM, it is easier for employees to connect to information and business processes. Gates showcased InvisibleCRM in his keynote OBA address.Bill Gates, Chairman, Microsoft
www.invisibleCRM.com
The Cloud for CRM
• Organizations makes significant investments to use Salesforce.com to track sales and customer service interactions
• Sales people use Outlook to track appointments, tasks and customer interactions
• Organizations all have the pieces of the puzzle but just don’t have a way to put them together
• Is it really possible to use the cloud effectively when users still live on their desktop?
www.invisibleCRM.com
www.invisibleCRM.com
User Adoption Rates
www.invisibleCRM.com
Day in the Life of a Sales Rep
6:00 AM 7:00 AM 9:00 AM 11:00 AM
10:00 PM
1:00 PM
2:00 PM 3:00 PM 5:00 PM 7:00 PM
www.invisibleCRM.com
How Sales Reps Use CRM
• Most sales reps use Outlook as a personal productivity tool helping reps manage their day• Sales reps enter data to the CRM on a “need to
know” basis according to management requirements• Many times it’s a double-entry effort• Often only update pipeline the day before a
pipeline meeting• CRM User adoption fails simply because sales reps
don’t use CRM as a tool to drive productivity
www.invisibleCRM.com
• Executives are looking for accurate pipeline and forecasting to make key business decision.
• Managers are looking for accurate metrics to measure performance and provide coaching to Sales Reps
What the Management Needs
www.invisibleCRM.com
SalesDesktop Resolves User Adoption
• By using native Outlook forms and functionality melding it with CRM, SalesDesktop successfully resolves
• User adoption issues• The need for extensive user
training• Visibility into pipeline and
forecasting• Data integrity and accuracy
www.invisibleCRM.com
www.invisibleCRM.com
Features of SalesDesktop
• Shares native data between the mail application and the CRM application• No duplicate entry of calendar, task and contact data
• Allows creation of relationships between various records, including those not native in Outlook / Lotus Notes, for example• Link a contact to an account• Attach an email to an opportunity
• Exposes non-native, CRM data (e.g., Accounts, Opportunities) within the desktop• Allow user to do basic tasks, including data maintenance, within the
mail application• CRM validation rules are applied at time of data entry, minimizing
synchronization issues• Subset of visible data is maintained locally
www.invisibleCRM.com
Melding of CRM and Outlook
www.invisibleCRM.com
www.invisibleCRM.com
Sharing Email with CRM
www.invisibleCRM.com
Manage Accounts Directly in Outlook
www.invisibleCRM.com
Manage Opportunities Directly in Outlook
www.invisibleCRM.com
Product Demonstration
www.invisibleCRM.com
iCRM Partner Program Benefits
• Commissions paid out quarterly on product sales
• Ability to sub-contract to our Professional Services team and mark up our fees to your customer
• Get a significant competitive edge on the CRM market
• Help your customers bridge the gap between hosted CRM and natural environment where salespeople work in everyday life
• Meet the most urgent demands for user adoption and usability
• Benefit from a permanent and continuous marketing effort and existing “buzz” and direct sales team that will work toward bringing you leads
• Use our Sales Team! We will help you to close on any deals you feel our own sales team can bring value, no charge, no commissions, all we want is YOU to succeed with our offering!
www.invisibleCRM.com
www.invisibleCRM.com
Silver Partner
• 20% Commissions on product• 20% off our hourly rate for implementation services. • We will Install FREE your first 50 seats (must be a minimum of
50 licenses for 1 account), and then it is up to you to Invoice your customer!
• Marketing Kit• Product documentation• Product demos• Trial versions• Flash presentation• Other types of marketing collaterals can be obtained upon request
• Continual, centralized advertising and marketing support performed by iCRM results in additional leads for you
• Sales of over 500 licenses annually qualify for this level of partnership
www.invisibleCRM.com
www.invisibleCRM.com
Gold Partner
This level enhances the Silver Partnership with the following additional features:
• 25% Commissions on product• 25% off our hourly rate for implementation services. • We provide Account Management to guide and assist through the
sales process and help with strategic accounts• We provide enhanced training courses partner sales, tech and
operations teams
• Sales of over 1,000 licenses annually qualify for this level of partnership
www.invisibleCRM.com
Platinum Partner
This level enhances the Silver Partnership with the following additional features:
• 30% Commissions on product• 30% off our hourly rate for implementation services. • We provide enhanced sales enablement through co-marketing and
sales promotions activities such as• Lead generation (advertising, direct mail, etc.) • Events (seminars, trade shows, etc.) • Marketing collateral (brochures, user guides, etc.)
• Sales of over 2,000 licenses annually qualify for this level of partnership
www.invisibleCRM.com
Partner Program Matrix
Features Silver Gold Platinum
Commissions 20% 25% 30%
Install FREE your first 50 seats (50 seat minimum)
Marketing kit
Centralized advertising
Account management support
Enhanced training
Enhanced sales enablement and co-marketing
Qualification criteria 500 Licenses
1,000 Licenses
2,000 Licenses
www.invisibleCRM.comwww.invisibleCRM.com
THANK YOU!
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